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Websites | Schn1eck7's Blog
https://schn1eck7.wordpress.com/websites
Attempting to make sense of this world. This is a list of websites I like. It is by no means complete- I am just adding this now so I fill it in later. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. You are commenting using your Facebook account. ( Log Out. Notify me of new comments via email.
latticeworkinvestor.wordpress.com
Tracking Employee Relationships | Latticework Investor
https://latticeworkinvestor.wordpress.com/2010/06/08/tracking-employee-relationships
Leave a comment ». Has an article about Amazon buying Zappos. Interesting comment from Zappos CEO, about how they try to track employee relationships. June 8, 2010 at 1:39 pm. Laquo; Whitney Tilson and Glenn Tongue. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. Notify me of new comments via email.
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$GNE: energy business with call option on shale play | Latticework Investor
https://latticeworkinvestor.wordpress.com/2012/09/30/gne-energy-business-with-call-option-on-shale-play
GNE: energy business with call option on shale play. Leave a comment ». GNE: energy business with call option on shale play. September 30, 2012 at 7:52 am. Laquo; Cowen Group. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. You are commenting using your Facebook account. ( Log Out. Email check fai...
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Vodafone | Latticework Investor
https://latticeworkinvestor.wordpress.com/2011/02/15/vodafone
Leave a comment ». The first company in my list of 2o investments. The thinking being Vodafone has a hidden asset in the form of a 45% stake in Verizon Wireless. This is likely to be realised when the Verizon Wireless starts paying a dividend to shareholders. Below is some of the places where I found this idea. Vitaliy Katsenelson Contrarian Edge. Verizon Wireless has not paid dividends to Vodafone since 2005 and thus the street puts almost zero value on Vodafone’s stake in Verizon Wireless. Tagged with ...
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Cowen Group | Latticework Investor
https://latticeworkinvestor.wordpress.com/2011/02/15/cowen-group
Leave a comment ». Cowen Group is a mid market investment bank and alternative asset manager. Hedge fund Ramius reverse merged into Cowen. The asset management side of business will not make any money from incentive fees until investors get back their losses from the fund. The value is in the company’s cash assets invested in their hedge fund and future earnings from incentive fees. This idea came from an article on Seeking Alpha. A few quotes are below:. February 15, 2011 at 4:32 pm. Value Investing, an...
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Whitney Tilson and Glenn Tongue | Latticework Investor
https://latticeworkinvestor.wordpress.com/2010/05/06/whitney-tilson-and-glenn-tongue
Whitney Tilson and Glenn Tongue. Leave a comment ». Notes from the Value Investing Congress Twitter feed. Whitney Tilson and Glenn Tongue. We are in the midst of a range-bound market and S&P is currently at 20.4x inflation-adjusted trailing earnings. Market avg is 16.3x. Mortgage market has been nationalized; all house price indices above 2000 but way below the peak. Of the homeowners in this country who haven’t made a payment in 1 year, 24% have not been foreclosed on. May 6, 2010 at 9:57 am. Alex Bosse...
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20 Investment Ideas | Latticework Investor
https://latticeworkinvestor.wordpress.com/2011/02/09/20-investment-ideas
20 investment ideas, sources and links to follow. VOD global mobile provider. Hidden asset from 45% stake in Verizon Wireless, likely to be realised when the Verizon Wireless starts paying a dividend to shareholders. SONC real estate and tourism assets. Business spun off from a Portuguese conglomerate, founder went with the spin off. Trading significantly below value of real estate, business will be easier to understand after non-core assets are sold off. IFT listed infrastructure fund. Cheap based o...
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Lei Zhang, from Hillhouse Capital Management, runs largest hedge fund in China | Latticework Investor
https://latticeworkinvestor.wordpress.com/2010/05/06/lei-zhang-from-hillhouse-capital-management-runs-largest-hedge-fund-in-china
Lei Zhang, from Hillhouse Capital Management, runs largest hedge fund in China. Leave a comment ». Notes from the Value Investing Congress Twitter feed. Lei Zhang, from Hillhouse Capital Management, runs largest hedge fund in China. 4 billion AUM, started with $30 million. 52% annualized returns since inception (8/2005) through 3/2010. Zhang runs concentrated portfolio, fundamental bottom up research. Uses team based research process. 3 to 5 year avg holding period on long positions. Zhang owns B shares.
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Latticework Investor | Value Investing | Page 2
https://latticeworkinvestor.wordpress.com/page/2
Tom Russo of Semper: global value equity investing. Leave a comment ». Notes from the Value Investing Congress Twitter feed. Tom Russo of Semper: global value equity investing. International markets very attractive because of emerging market growth. No way out: American companies are exposed to foreign currencies and you’ll have the same fluctuations as foreign businesses. Allocated a lot of capital to emerging markets when they collapsed in late 2008. May 6, 2010 at 9:56 am. David Nierenberg of D3 Funds.
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